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Flaherty & Crumrine Dyn P shares owned by Revisor Wealth Management

Quarter-by-quarter ownership of Flaherty & Crumrine Dyn P (DFP) shares owned by Revisor Wealth Management from 13F filings

Historical chart of Revisor Wealth Management investment in Flaherty & Crumrine Dyn P

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Dyn P held by Revisor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Dyn P by Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 84k 18.49
2023-12-31 $819k 46k 17.75
2023-09-30 $936k 56k 16.77

More positions owned by Revisor Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Em Mkts Div Etf (DVYE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Apple (AAPL)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for Revisor Wealth Management

Top funds holding Flaherty & Crumrine Dyn P

Raymond James & Associates
Relative Value Partners
Rpo
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Revisor Wealth Management
Guggenheim Capital, LLC Managers
Advisor Group Holdings
Seamount Financial Group
Commonwealth Equity Services
Wells Fargo & Company
Shaker Financial Services
Private Advisor
Landscape Capital Management
Capital Analysts

View all funds holding Flaherty & Crumrine Dyn P